Update Salesforce accounts only

[Anonymous]

Is there a way to pass field information into a Salesforce account specifically and not a lead profile? 

Meaning, the lead has already been closed but we want to use a marketo form to pass information into the account without creating a new lead.

Thanks!


 

[Anonymous]

I'm not entirely sure what you are trying to achieve. I assume you mean that you converted the lead in to a contact (attached to an account). We have a similar process. On our end we made sure Marketo can't update account fields, only contact fields. There is just to much critical stuff on the SFDC end.

If you have a similar set up, you could consider updating fields on the contact level. You can always make workflows in SFDC to update the account fields based on the contact fields.

[Anonymous]

Thanks so much for the response Diederik! Sorry it wasn't clear but what you explained above seems to be pretty close what I am hoping to get from Marketo. 

Our issue is that there might be some instances where a lead is created and then instantly converted into a contact. We would love to still have that contact interact with (for example) a Marketo form on a webpage and have the data from the form go directly to the contact profile. My fear is that marketo will create a new lead profile since the lead was potentially converted. Is marketo smart enough to know that a contact exists in salesforce and that it shouldn't create a new lead? Maybe I am thinking about how marketo creates leads in a totally wrong way.

Thanks!

[Anonymous]

If a lead is converted to a contact in SFDC, it still has the same Marketo ID. Considering Marketo has at least read access to SFDC contacts. Just test it with SFDC Type [Person] = Contact and see if you have any of these records in Marketo. Marketo will never create a duplicate email address.